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Gateb13
Level: Power Up

outlook customer manager trigger for Flow

I want to build a flow so when I create a new deal in Outlook customer manager it adds that deal to a Sharepoint list.  The issue I have is that there is no trigger options available for Outlook customer manager so I can use it as a trigger for the action of Sharepoint create an item in a list.  Any ideas?

4 REPLIES 4
Community Support Team
Community Support Team

Re: outlook customer manager trigger for Flow

Hi @Gateb13,

 

Have you checked the following article?

Flow integration for Outlook Customer Manager

Upon the article above, flow has the ability to create a deal using the Outlook Customer Manager connector, would it be possible for you to create a deal using Flow?

which then could add the SharePoint create item Action.

Besides,  as you already noticed, currently there is no trigger or action available for the Outlook Cutomer Manager under Microsoft Flow,

if you would like Flow to add this feature, then please consider submit this as an idea under the Flow idea forum:

https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

 

Further, if creating deal within Flow is not available, then please consider create some rules under Outlook to send a notification Email when a deal is created under Outlook Customer Manager, which then we could take use the notification email to trigger the flow.

 

Regards,

Michael

Community Support Team _ Michael Shao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Gateb13
Level: Power Up

Re: outlook customer manager trigger for Flow

thanks for the info but that is going the opposite direction than I want. I want to create a deal in Outlook customer manager and at that point it creates an item in a sharepoint list. 

larspeterson
Level: Powered On

Re: outlook customer manager trigger for Flow

Being able to trigger a flow when a customer, contact, or deal is created or changed would make me switch over to Customer Manager. Right now I am looking for alternate solutions that I can integrate the CDS with.

LB1
Level: Power Up

Re: outlook customer manager trigger for Flow

ive been trying all day to create a flow triggerd from outlook CM Deal to put in sharepoint for entire team/summary report.  this question was 2 years ago and no resolution yet?

 

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